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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,659 | $117,895+196.6% | $102,460+241.3% | $145,897+139.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.74% | 31.92%-23.2pp | 29.47%-20.7pp | 552.29%-543.6pp |
| Employer contribution / active EE | $12,876 | $3,619+255.8% | $3,025+325.6% | $4,663+176.2% |
| Participant deferral / active EE | $3,552 | $5,736-38.1% | $5,056-29.7% | $6,689-46.9% |
| Admin fee / account holder | $1,789 | $13,353-86.6% | $9,460-81.1% | $13,390-86.6% |